FIN 475 - Investments

Description:
Principles of investment valuation. Topics include a survey of securities and securities markets, analysis of risk, expected return, timing, and selection of stocks and bonds in a portfolio context.

Prerequisites:
Prerequisites: a minimum grade of C- in (MATH 153 or MATH 154 or MATH 170 or MATH 172 or MATH 173) AND a minimum grade of C in FIN 370.

Credits: (5)

Learner Outcomes:
Upon successful completion of this course, the student will be able to:

Explain the basic structure and function of financial markets
Design an investment portfolio that meets a defined objective regarding risk and return
Prepare a security analysis of a company
Compare the Efficient Market Hypothesis to behavioral financial theories.
Evaluate a financial statement to make an investment determination
Discuss the role of mutual funds as a means of investment
Summarize basic investment principles

Learner Outcomes Approval Date:
4/6/2017

Anticipated Course Offering Terms and Locations: